Reborn Capital Empire

Chapter 267: Thunder Mid-Year Conference (Part 1)

Chapter 267 Thunder Mid-Year Meeting (1)

"Send a letter to the telecom giants in the United States and even Europe to see which of them is interested in Southern Telecom? Then ask for their quotation, and sell it if it is suitable!" Guo Shouyun said after thinking about it.

Although he wants to wait until the telecom market improves, the assets of Southern Telecom are too huge, and it takes too much effort to integrate. Therefore, Guo Shouyun doesn't mind making less money if he can get rid of it sooner.

"Yes!"

"How's the strike going?"

"The union thinks a 5% wage increase is too low and they want us to increase it by 20%!"

"20%? They'll talk like a lion!" After a cold snort, "Let's get the news out and say that we have raised our wages. It's because the trade union's asking price is too high that hinders the settlement of the matter. In addition, we officially recruit workers from outside. , both ways, don't be afraid that they won't give in!"

"Boss, the workers are more emotional now. If we take coercive measures, what if there is an accident...?"

Guo Shouyun also knew that Jonathan Weir's concerns were not for nothing. There are too many possibilities for mass incidents to break out. Especially when these guys are instigated by someone with a heart, they can do anything when their brains are hot. Therefore, it is necessary to take precautions in advance.

"In this way, the previous decision remains unchanged. In addition, you can ask the Buffalo police to send more police to ensure the safety of the factory, and you can spend some money if necessary. Also, find a few old workers from the factory who are familiar with the situation and ask them to Those who are easy to persuade find out for us, and then let Steve organize a few unannounced visiting teams from the personnel at headquarters, and first use higher wages to divide the workers from the inside. . . People know about this action!"

"clear!"

"Okay, is there anything else? If it's okay, let's be here for the time being today!"

"Boss, are the company's mergers and acquisitions continuing?"

"Just stop for a while. When to continue, wait for my notice!" Guo Shouyun said after thinking for a while.

Now that the end of July is approaching, there will be more than a month before the opportunity he has been waiting for. Now is also the time to start raising funds.

"I'm all right!"

After nodding and saying goodbye, Guo Shouyun hung up the phone.

After standing up and stretching, he sighed in relief while looking at the beautiful scenery outside the window. With the end of California's energy crisis, most of the pressure on his mind has finally been relieved. Plus, as a bonus, he finally won the bets against Goldman Sachs, Morgan, Citi and Bank of America.

"Up to now, the Hound Project has been a complete failure! However, judging from the clues collected so far, Oliver Baring seems to have a new move!"

Thinking of this, Guo Shouyun's brows furrowed again unconsciously.

"It doesn't matter, the soldiers will block the water and cover the soil. As long as I have sufficient cash flow in my hand, no matter what kind of conspiracy they use, I will be invincible!"

"Dong dong...!"

There was a sudden knock on the door.

"Come in!"

"Boss, here they come!"

Wendy pushed open the door and entered.

"Okay, I'll go down right now!"

After nodding, Guo Shouyun took some materials from the table, turned around and went downstairs accompanied by Wendy. After passing through the long corridor, I came to the small conference room inside the manor of 'Shanglinyuan' in New York.

"Boss, BOSS!"

Seeing him come in, everyone who was waiting in them all stood up.

Nodding, striding among the crowd, his eyes quickly shifted from Zhang Shaoling representing the Solomon Group, John Lu Simi representing the Centaur Group, Qin Zhicheng representing the Unicorn Group, and Michael Barry representing Descendants Capital, and the respective ones behind them. Guo Shouyun waved his hand after sweeping over the core members of .

"Everyone, sit down! ... Today is the most gathering time for our Thunder Fund! And the reason why I brought you all this time is not only to let everyone know each other, but also to let you all know about our company in the past six months. performance, and the focus of work for the next six months!"

After a pause, "I'm done, do you have anything to say?"

After a few people looked at each other, Qin Zhicheng raised his right hand, "Boss, how long is the meeting today?"

"What? Do you have anything else to do next?"

"Enron has defaulted on a 2B-rated bond, and I'm still waiting to go to the Financial Products Department of AIG to collect the money!" Qin Zhicheng laughed.

"Don't worry, it won't delay you making money! Well, does anyone have anything else to say?"

No one raised their hands this time.

"If that's the case, then let's get to the point! Michael, how about you start first?"

Facing Guo Shouyun's eyes, and under the gazes of the others around him, Michael Barry nodded.

Strictly speaking, although his Descendants Capital has 80% of the shares in the hands of the Thunder Fund, it is not the core department of the Thunder Fund. However, since Guo Shouyun invited him to the mid-year summary meeting, Michael Barry did not refuse. In fact, he was also very curious about how much money the Thunder Fund had made.

"Since the establishment of Sunshine Capital, the company's management capital is 378 million US dollars, the capital appreciation rate is 56.3%, and the total value of assets under management is currently 597 million US dollars! The main investment direction is the stock market. At present, there are 13 stocks in the company's investment portfolio, and the stocks are heavily held. There are 4, namely ARM, Qualcomm, Starbucks and Oracle! In the second half of the year, the fundamentals of each company will be adjusted, but the entire portfolio will not change much. ... I'm done!"

Guo Shouyun nodded. For Descendent Capital, when he acquired it, he promised that he would not interfere with Michael Barry's operations as long as there were no major losses. Now of course the same. However, as a boss he can still advise!

"I have seen your portfolio and it is generally healthy, but I suggest you pay attention to Moody's and Pixar. I think their returns are better than Qualcomm and Starbucks!"

"When I go back, I will investigate carefully."

Then, Guo Shouyun's eyes turned to John Lu Simie.

"John, next is your centaur team!"

The latter nodded, "The Centaur team has managed a total of $437 million since its establishment. The current portfolio includes one stock in Central American Beverages, short positions in 17 bonds from three countries of Argentina, Uruguay and Chile, and short positions in the Argentine Peso. And Argentina's stock market 100 index short. At present, these three parts of the investment account for 11%, 47%, 23% and 19% of the Centaur's funds under management, and this portfolio has achieved a growth of 347.43%."

Speaking of this, John Lu Simie looked at Guo Shouyun with a complex and more intense admiration in his eyes.

Because the profitability of the investment portfolio formulated by Guo Shouyun was more than three times that of the portfolio he formulated himself.

There is no competition without comparison, and this time John Luthmi was completely convinced.

"Now, there is still no sign of the end of Argentina's financial crisis, so the main investment direction of our centaur group in the second half of the year is still bearish on the Argentine financial market!"

Guo Shouyun nodded, "It is true that the Argentine financial crisis is far from over, but for the financial world, this is no longer a secret that is difficult to judge. In a fact that everyone knows, there is room for excess profits. It has been compressed. Therefore, it is possible to make money by continuing to bet against the Argentine market, but it is impossible to imagine how many times it was before!”

"what do you mean…?"

"Sell all your short positions, and I need you to have all your funds ready by August 1."

John Lusmi's eyes twinkled, "Do you have a new investment plan?"

"certainly!"

After answering, Guo Shouyun did not explain further, but turned his eyes to Qin Zhicheng who was on the side.

"Old Qin, it's your turn!"

The latter nodded, "At present, the unicorn group has a total management capital of 937 million US dollars, and its assets are mainly divided into two parts; one is the 5 times leverage of margin financing and securities lending, holding a short position of 8.12 billion US dollars in Enron stock. The second is WorldCom, Arthur Andersen, Enron, Tyco International, and Alfidya $11.2 Billion in CDS Bonds!"

For others who don't know the portfolio of the 'Unicorn' group~www.wuxiaspot.com~, especially John Luthmi and Michael Barry, and their members, there is a look of surprise in their expressions. Because the leverage it uses is amazing! With less than a billion dollars in funds, nearly 20 billion dollars in assets have been leveraged!

In contrast, Zhang Shaoling's mentality is more stable. Although the leverage used by the Solomon department he is in charge of in gold futures is not as large as that of unicorns, the capital of the trader is indeed several times, or even a dozen times, theirs.

"How much is Enron's stock price now?" Guo Shouyun asked.

"$28.7 per share!"

After thinking for a while, Guo Shouyun continued: "Sell all the short positions in An Ran in our hands!"

"Boss, Enron's stock price still has room to fall further, should we wait?"

"Don't wait! Even if Enron's stock price can still drop, the space is limited. Instead of wasting time to earn the last 'dollar', it is better to invest the funds in more profitable projects!" Guo Shouyun shook his head and said.

"Yes!"

"Shaoling, it's your turn!"

Zhang Shaoling nodded and took out the prepared materials. After his eyes quickly swept over everyone, he said solemnly: "The Solomon Group has been taking positions in gold futures since its establishment. Earning $14.23 billion in pre-tax profits!"

"Wow...!"

As soon as Zhang Shaoling's pre-tax profit came out, it quickly caused an exclamation in the entire conference room.

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